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Financial Planning

Financial Planning

5 Things Your Financial Advisor Isn’t Telling You

The world of investment advice and financial planning is full of problems. Things like conflicts of interest, obscure disclosures and an overall lack of transparency leave…
Eric Croak
Financial PlanningLifestyle Planning

Making the Most of Your Special Day

Paying for a wedding can be a lot, but why not take advantage of it? Here are the three main things you should look for…
Eric Croak
Financial PlanningTaxes

Understanding IRAs Today

Alphabet Soup Part 1 – What Accounts do I have and Why? Acronyms have become a major part of our daily lives. We’re so used…
Eric Croak
Financial Planning

Should You Invest or Pay Off Student Loans?

What would you do to eliminate your student loans? While taking out student loans might not be your biggest regret from the college days, it…
Eric Croak
Financial Planning

My New Year’s Resolution: Be More Like Lebron

We’ve all been there. It’s the first week of January and you can still feel the wind of the 2017 doors closing behind you. New…
Eric Croak
Financial Planning

Are You Getting Hosed? 3 Interest Rates to Watch Out For In Your Daily Life

Annual Percentage Rate. The word can be daunting. Companies will use the acronym APR to lower our antennas and, for the vast majority of people,…
Eric Croak
Financial Planning

A Game of Inches

“On This team, we fight for that inch. We fight for every single inch.” Al Pacino’s speech from Any Given Sunday has racked up millions…
Eric Croak
Financial PlanningLifestyle Planning

Six Essential Steps for The Successful Post-Grad

And so you have it: college is over and you have a real job. Welcome to the sometimes appealing and sometimes downhill spiral that is…
Eric Croak
Financial Planning

The Ten Absolute Worst Money Mistakes For Millennials

 10. Using a Savings Account as a Retirement Account Bank accounts – great for emergencies & spending, bad for growth. Savings accounts are averaging less than .1% per year…
Eric Croak

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  • 5 Things Your Financial Advisor Isn’t Telling You
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Address: 432 N. Superior St.
Toledo, Ohio 43604

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